Polarean Imaging Share Discussion Threads

[richardjohn10] 27/10/2020 17:59

Some nice large trades printed late on.

[apad] 24/10/2020 14:39

I think that's called 'punishing success' fuji99 😊 Good idea to break the habit. apad

[fuji99] 24/10/2020 14:29

APAD - It's never late. I thought I was "late" to buy back when I sold 40.000 shares in ASOS at 82p, purchased at 40p (seeing it crossing 100p to reach £80 later) in 2004. I also thought I was late when I sold 20.000 shares in Nocacyt at 145p bought at 90p when it crossed 200p. I think the same story will repeat on here. So I will hold and forget.

[apad] 24/10/2020 14:00

It's such a simple story to grasp, one wonders what one doesn't know. 😊 As a comparator I have a scan every 3 months that involves injecting radioactive liquid into my blood. It takes 2 days to clear and they say 'drink lots of water'! So, if that's normal then a polarised Xenon should pose no regulatory difficulties whatsoever. What chapter is that in the 'Famous Last Words' book? Anyroadup, I am late to the party as usual. Congratulations to early adopters. apad

[fuji99] 24/10/2020 13:49

THE COUNT: Yes their specific molecular process gives a safe gas (129Xenon) with resolution of 100.000 on scans. The gas is inhaled in 10 seconds. The obtained scans can display the tiniest abnormality in lungs. So the two major benefits are: 1/ Safety which means it can continuously be used without any side effects or harm to the patient. This can be used to follow up Covid-19 patients with long tern lung damage and other patients with chronic diseases such as asthma or other diseases such as tuberculosis or lung cancer etc. 2/ The resolution gives the best accuracy. This means medical errors are limited. All this makes it unique. For information the key technical people are experts in the field with Ph.D's. POLX is a spin off of Duke University with two Nobel laureates in chemistry. So the science is between good hands. Thus why the likes of Bracco and others are invested in POLX. Loads of detailed information can be found in their website and in Justine Waite Videos on YouTube. One can imagine the number of machines available in hopitals in the US and around the world to upgrade once the FDA finalises the NDA approval. This could become a $billion company in 5 years.

[richardjohn10] 24/10/2020 05:52

The Count, Justin Waites clips on YouTube are very informative on POLX. It's very exciting and still at the start of the journey really. This board luckily has no agenda. Accumulate under the radar before FDA.

[the count] 23/10/2020 21:49

--->FUJI99 Is that what hyperpolarizing the gas actually means? Basically transforming it into a non radioactive type? Forgive me for not having had the time to really start doing the research... I stumbled on this purely by accident after watching one of those videos a while back. I have been investing in Medtech for over 20 years now, complete with spectacular successes and real duds, so I like to believe I have developed a slightly better feel of what constitutes a great story/investment nowadays.... and thus far this looks stunning. But will start to go really deeply into the reaearch over time, but for now, quicker to ask a few Qs if you don't mind. I started out a couple of weeks ago with what I thought was an initial nibble of 5k shares, just to get me going. But as I started reading back on posts here and elsewhere, I have got really sucked into this story.... and it does look spectacular (without meaning to ramp it). I have built up a stake of 50k shares so far, but I think it may be wise that I now pause for breath and get to know the story a little better, before going further. But with a great story, it gets difficult to control the greed.... along with the excitement. Thanks to all contributors for all the informative posts on here so far...it makes it a little easier to do the ground work and of course, it is highly appreciated. Regards, THE COUNT!

[richardjohn10] 23/10/2020 18:11

We could test all time highs again this week, break above there and we stop where????

[fuji99] 23/10/2020 16:37

THE COUNT - The secret is in the process of transforming a radioactive gas into a non-radioactive Xenon. Thus safer.

[slicethepie] 23/10/2020 16:24

There is plenty of info on their website concerning patents and also there view on whether they can get NCE for hyperpolarized xenon Gas once approved.

[the count] 23/10/2020 15:08

--->CHRYSALIS99 You raise some interesting Qs. Is Helium use already FDA approved, and if so, how widespread is its use? And how much more does it help to enhance the imaging? I have seen it said on here that polarised Xenon gas enhances images to a factor of a few hundred thousand. Does Helium do anything in that ball park? And of course, there is the cost of the 2 procedures. If anyone can shed some more light on all this, would be much appreciated. Regards, THE COUNT!

[fuji99] 23/10/2020 13:56

Chrysalis - One hurdle is in the hyperpolarisation process of the gas to obtain 129Xenon. POLX have their own machines with process programmes with 30 patents for various applications. "Polarean Imaging plc., located in the Research Triangle Park area of North Carolina, launched in January 2012, after securing all of GE Healthcare’s assets in the field of hyperpolarized gas MRI, including the exclusive rights to approximately 30 patent families. Although operating as a new corporate entity, the Polarean Imaging plc. team has a combined 50 years of experience in the design, development, production and service of hyperpolarized equipment."

[chrysalis99] 23/10/2020 13:11

Hi Fuji. Why do you think there is limited competition? Helium is also used to generate quality images. Also, their website doesn't reveal much about the status of their IP; have you found anything on that?

[fuji99] 23/10/2020 13:05

Some basic information on the prospects: - - - hTtps://www.polarean-ir.com/docs/librariesprovider37/archive/presentations/polarean-roadshow-march-2018.pdf?sfvrsn=fe2303f8_2

[fuji99] 23/10/2020 09:33

I must add that POLX does not have any competition.

[fuji99] 23/10/2020 09:03

These are some numbers for 1 machine and multiply say by just 100 machines sold and we can see the real prospects: Systems sale price: $475k Profit margin on systems sale: $285k Price paid to Polx per Xenon dose: $240 Profit per dose of Xenon: $170 Annual servicing contract: $40k Profit on servicing: $20k Software sale: $50k Profit on software: $45k

[fuji99] 23/10/2020 08:57

RichardJohn10 - That's a possibility and this could be the reason why Bracco is already invested in POLX. However, the price to pay will be very high as the sales pipeline and the prospects for other applications will exceed $500 million per year nearing a billion in just a few years. One can imagine if every machine in every hospital is upgraded with the new diagnostic tool which should happen for two reasons: 1/ Safety and 2/ Cost saving.

[richardjohn10] 23/10/2020 08:28

What's thoughts on Bracco taking us out on FDA news?

[richardjohn10] 22/10/2020 13:56

Wowser that's a nice buy!

[acuere] 21/10/2020 11:09

Quite right fuji. It was actually the Covid angle that first attracted me to Polx. Even in these early stages it is clear there sadly are going to be an enormous amount of people suffering lung damage which will need investigation. In normal circumstances I would not expect the FDA to fast track our NDA. However owing to the Long Covid effect it could well be a factor in expediting an FDA fast track approval.

[fuji99] 21/10/2020 10:52

I think one of the additional strength of POLX will be the follow up of those who escaped Covid-19 but with some lung damage. How many millions worldwide will require regular medical checks to monitoring the progress of their illnesses without using any radioactive marker ? There are limits on how many times to use X-rays and any other diagnostic tools working with radioactive material. The Covid will, without any doubt add a huge market in monitoring and following up ex. Covid patients to POLX.

[acuere] 21/10/2020 09:54

All credit to Genericname on the LSE for this summary of POLX. Here is a brief overiew of Polx Jonathan Allis (Non Executive Chairman) has succesfully been through the FDA approval process with his company Blue Earth which he then sold on to Bracco for $450 million dollars. The market for Polarizers is huge in comparison. Bracco a major global diagnostics company are invested in Polarean and Cyrill Petit who is Chief Corporate Development Officer and Head of Strategic Initiatives of the Bracco Group is now a Non-Executive Director at Polarean. MRI machines emit radiation and can only provide still images. The Polarisers strengthen the MRI signal by 100000 times which enables scanning down to the smallest of bronchioles which is just not possible with an MRI machine alone. Furthermore the Polariser will prevent the patient from becoming exposed to radiation. Systems sale price - $475k Profit margin on systems sale - $285k Price paid to Polx per Xenon dose - $240 Profit per dose of Xenon - $170 Annual servicing contract - $40k Profit on servicing - $20k Software sales per annum - $50k Profit on software $45000 For every 100 machines sold this will generate a recurring, yes every year profit of 12.7 million USD. Not to forget the 47.5 million USD in sales of the machines for every 100 sold.

[fuji99] 20/10/2020 13:55

Some consolidation is healthy for such a stellar rise. However, when it'll take off nobody can predict the next level where it'll stop for a breath. Regarding FDA, the application is far more serious, urgent and useful than so many others as it deals with a fundamental screening method that will suppress errors and heath risks (Radiations)for various patients. Add all those affected by Covid that need to be checked on a regular basis to follow the evolution of their lung damage. No other diagnostic tool is better than POLX's. So I am just holding regardless of daily fluctuations.

[faz] 20/10/2020 07:27

THe issue at present with the FDA is that they are under unprecedented pressure in regard to applications related to Covid. GIven the commercial and health impacts their decisions make against the need for preserving their integrity, I doubt he fast tracking is very fast right now. What can happen between now and say June next year is that provisional orders can be placed and indeed confirmed orders in other parts of the world. I expect the share price to come down but hopefully hold above 60p